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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Day Team,
I want to add Clean Energy.
ENPH looks a leader in USA
Would buy it now ? if not can please name 1 or two others stocks you like on Clean Energy in US or Canada.
Thanks
Best Regards

Read Answer Asked by Djamel on January 18, 2022

Q: My TFSA has too many holdings (with various weightings from 3 to 13%), and there appear to be some good buying opportunities at the moment with some of these. I quite like all of these stocks and need some help identifying which 5 or 6 to sell and which 5 or 6 to buy with sale proceeds (those which have been most punished for no good reason and fundamentals are still sound).

AAPL, ATA, BAM.A, ENPH, GSY, KXS, MMX, PBH, SIS, SHOP, TFII, VEEV, WELL, WSP

So far all I’ve come up with is

One on the chopping block: cleanup small position: MMX – also it strikes me as neither a growth nor income stock.

Definite keepers: ATA, ENPH, TFI, WSP (all seem to be thriving)

Thanks

Jim

Read Answer Asked by Jim on December 14, 2021

Q: what would be your top 5 companies be that play into the theme of climate change?

Read Answer Asked by Josh on November 02, 2021

Q: Please suggest a few promising names in the battery / energy storage business ... the kind of storage needed for wind, solar, etc. generated electricity, with an eye towards supporting electric vehicles. It would be great if you could identify a company or two that is currently making money in this space. Thanks!

Read Answer Asked by Ed on September 28, 2021

Q: Recently PZD - the Invesco Cleantech ETF was changed to ERTH - the Invesco MSCI Sustainable Future ETF. PZD almost all Tech and Industrials whereas ERTH has a similar weighting in Industrials but only 13% tech and a big chunk in real estate. I bought PZD years as more of a growth ETF and it doesn't seem like ERTH can really fill it's shoes. Can you recommend another ETF similar to PZD? This would be a 6% weighting in my portfolio.

Thanks

Read Answer Asked by Dennis on June 07, 2021

Q: Hello 5i Team
I have read the Q/A on many of these stock already , but due to the current market correction and the stock rotation .How would you rate these stocks today and would you sell any of them .Is there futher down side risk on these stocks .What would you recommend ? Please deduct credits as you feel appropriate .
Thanks for you continous service and excellent ongoing advice.

Read Answer Asked by claudio on March 06, 2021

Q: With so much attention on EV’s, questions
related to charging stations - and battery suppliers are becoming more important.

I am looking for a basket of companies in which to invest that 5i believes can benefit from these developments.

As part of this theme I am wondering:
1. Where will people recharge their vehicles?
Will traditional gas stations - including companies like ATD.B and PKI - retrofit some of their gas pumps to charging stations?

2. Who will supply the volume of batteries that are expected to be required? As someone said the other day “ right now Tesla owns the “bakery” ....which gives it a huge competitive advantage over the other potential competitors.

Thanks for your help here.

Read Answer Asked by Donald on March 01, 2021

Q: In RRSP account I sold BEPC to decrease exposure to BEP (10%) and purchased ENPH to diversify. Plan was to hold long term. I see you like NEE and it is more diversified over renewables and pays a dividend. Does it make sense to sell ENPH to buy NEE since I don't really need an additional stock?

Read Answer Asked by J on February 19, 2021

Q: Would you please look under the hood of these 2 new etfs and compare,contrast and state a preference with regards to holdings,fees and long term prospects. Thank you.

Read Answer Asked by Steve on February 09, 2021

Q: I am really not following the US market --but I would like to take a look at 3 or 4 of so called green energy producers in the US.
Can you make some suggestions ?--Been a subscriber for many years and glad of it
Thanks
Peter

Read Answer Asked by peter on January 27, 2021

Q: Hello 5I Team
The following stocks/ETF makes up less then 5% of my portfolio in the green space theme . I am considering in adding PBW ETF to the group , do you see any concerns in the choices or in the weighting .Would you make any changes .Feel free in deducting additional credit in answering the questions .
Thanks
Claudio

Read Answer Asked by claudio on January 20, 2021

Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS

Read Answer Asked by Jacques on November 15, 2020